Louisbourg Investments Inc. Lowers Position in Johnson & Johnson $JNJ

Louisbourg Investments Inc. lessened its stake in Johnson & Johnson (NYSE:JNJ) by 36.1% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,016 shares of the company’s stock after selling 11,896 shares during the quarter. Louisbourg Investments Inc.’s holdings in Johnson & Johnson were worth $5,137,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank grew its holdings in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. boosted its position in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $254.24 on Wednesday. The firm has a market cap of $612.01 billion, a P/E ratio of 29.39, a price-to-earnings-growth ratio of 2.53 and a beta of 0.26. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company’s 50 day moving average is $231.79 and its 200-day moving average is $230.37. Johnson & Johnson has a 12-month low of $152.81 and a 12-month high of $259.90.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Johnson & Johnson won a favorable jury outcome in a talc-related lawsuit, reducing some overhang from long-running legal risk tied to allegations that its products caused cancer. Article: Johnson & Johnson (JNJ) Beats Lawsuit Alleging that Talc caused Three Women’s Cancer
• Positive Sentiment: European regulators gave a positive CHMP opinion for expanded use of J&J’s Tecvayli in multiple myeloma, reinforcing confidence in the company’s oncology pipeline and future revenue growth. Article: J&J Wins CHMP Nod for Expanded Use of Multiple Myeloma Drug Tecvayli
• Positive Sentiment: The stock hit a new 52-week high and was described as breaking out past a buy point, suggesting strong investor demand and continued momentum in the shares. Article: Biotech Bigwigs ABBV, JNJ, BIIB & LLY Hit New 52-Week Highs
• Positive Sentiment: Analyst and media coverage continues to highlight J&J as a dividend and healthcare leader, which can keep income-focused investors interested in the name. Article: Johnson & Johnson (NYSE:JNJ) Healthcare Rally Lifts Dividend Appeal
• Neutral Sentiment: Several articles focused on J&J’s recent rally and whether the stock still offers value after a strong run, which suggests investors are weighing upside potential against a rich valuation. Article: Johnson & Johnson (JNJ) Stock After 73% One-Year Rally Is There Value Left
• Neutral Sentiment: The company was also noted as a trending stock and a passive-income favorite, reflecting sustained attention rather than a new fundamental catalyst. Article: Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: After six straight sessions of gains, J&J snapped its winning streak, indicating some short-term profit-taking as investors lock in recent gains. Article: Johnson & Johnson snaps six straight sessions of gains

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a report on Wednesday, May 13th. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Weiss Ratings downgraded shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. Guggenheim lifted their price target on shares of Johnson & Johnson from $266.00 to $270.00 and gave the stock a “buy” rating in a report on Friday, June 26th. Finally, Raymond James Financial increased their price objective on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $256.70.

Johnson & Johnson Company Profile

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.